Responsibilities: Outbound Calling Make outbound calls to prospective and existing customers from the company-provided database. Introduce financial products and services professionally.
Lead Generation
Identify potential customers through telecalling. Understand customer requirements and generate qualified leads.
Product Explanation
Explain relevant financial products such as insurance, mutual funds, FD, and SIPs clearly. Provide basic information regarding product features, benefits, eligibility, and processes.
Customer
Follow-up Regularly follow up with interested customers through calls and messages. Maintain proper follow-up records and ensure timely communication. Appointment & Lead Conversion Schedule appointments between interested customers and the sales/financial advisory team. Work toward converting qualified leads into successful business opportunities.
Customer Relationship Management
Maintain positive relationships with customers. Address basic queries and coordinate with the concerned team for more complex requirements.
Database Management
Update customer information, call status, follow-up dates, and lead progress accurately. Maintain daily calling and lead-conversion records.
Achieving Targets
Meet assigned daily/weekly/monthly calling, lead-generation, and conversion targets . Work collaboratively with the sales team to achieve business objectives.
Reporting
Submit daily/weekly reports on calls made, leads generated, follow-ups, appointments, and conversions. Keep the reporting manager updated on lead status and challenges.
Key Skills Required: Valuable communication and convincing skills Comfortable speaking with customers over the phone Basic understanding of sales and financial products Target-oriented and self-motivated Good follow-up and relationship-management skills Basic computer/Excel knowledge Previous experience in telecalling, telesales, insurance, mutual funds, banking, or financial services would be an advantage.